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Houlihan Lokey
HLI

Overview Fund Activity

415 hedge funds and large institutions have $7.19B invested in Houlihan Lokey in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 158 reducing their positions, and 36 closing their positions.

Holders
415
Holders Change
+16
Holders Change %
+4.01%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
56
Increased
136
Reduced
158
Closed
36
Calls
$7.12M
Puts
$1.5M
Net Calls
+$5.62M
Net Calls Change
-$323K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$67.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.7M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$193M
4
EAM
4
Eagle Asset Management
Florida
$75.9M
5
Norges Bank
5
Norges Bank
Norway
$96.8M

Top Sellers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$161M
2
Jennison Associates
2
Jennison Associates
New York
$16.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$75.9M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$117M
5
EA
5
Emerald Advisers
Pennsylvania
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$695M 5,153,022 +48,879 +1%
BlackRock
2
BlackRock
New York
$674M 4,997,481 +20,324 +0.4%
EARNEST Partners
3
EARNEST Partners
Georgia
$442M 3,273,818 +62,314 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$416M 3,087,898 +38,155 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$268M 1,985,416 -28,879 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$231M 1,716,414 +30,237 +2%
State Street
7
State Street
Massachusetts
$215M 1,594,361 -4,632 -0.3%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$193M 1,431,037 +106,882 +8%
BAMCO Inc
9
BAMCO Inc
New York
$174M 1,293,279 -4,861 -0.4%
FMI
10
Fiduciary Management Inc
Wisconsin
$164M 1,216,179 +11,438 +0.9%
BAM
11
Burgundy Asset Management
Ontario, Canada
$161M 1,195,950 -304,066 -20%
Bank of America
12
Bank of America
North Carolina
$148M 1,097,604 +3,720 +0.3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$134M 993,975 -14,149 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$127M 943,995 +36,531 +4%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$125M 930,462 -72,824 -7%
Ameriprise
16
Ameriprise
Minnesota
$118M 873,851 -32,365 -4%
ClearBridge Investments
17
ClearBridge Investments
New York
$117M 865,798 -80,587 -9%
Capital International Investors
18
Capital International Investors
California
$107M 792,829 +480 +0.1%
SEI Investments
19
SEI Investments
Pennsylvania
$105M 776,335 +45,205 +6%
Norges Bank
20
Norges Bank
Norway
$96.8M 717,594 +101,157 +16%
VBA
21
Van Berkom & Associates
Quebec, Canada
$88.9M 659,118 -44,870 -6%
AllianceBernstein
22
AllianceBernstein
Tennessee
$88.1M 653,148 -13,301 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$84.4M 625,832 -3,308 -0.5%
Northern Trust
24
Northern Trust
Illinois
$81.7M 605,937 +22,087 +4%
Morgan Stanley
25
Morgan Stanley
New York
$75.9M 563,065 -179,335 -24%
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